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Northwest Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Northwest Financial Advisors’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-600
Closed -$46K – 223
2024
Q3 		$46K Buy
+600
New +$44.3K 0.04% 239
2024
Q1 		– Sell
-2,783
Closed -$193K – 201
2023
Q4 		$193K Buy
+2,783
New +$184K 0.16% 89

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Northwest Financial Advisors's EFAV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 600 shares — an estimated $46K sold.

Northwest Financial Advisors first reported a position in EFAV in Q4 2023 and held it in 2 quarters. The position peaked at $193K in Q4 2023. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 600 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $46K.
  • Northwest Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $193K in Q4 2023.
  • 472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.